Customer Statement | Due Invoices

[Rajwani]

Thank you so much for such clarification.

We understand Manager has the capacity and we are trying to use the same in very effective, efficient and productive way. We have learnt that we belong to service industry with monthly billing to 1000’s of customer which is a serious challange for Manager! but somehow we tried to manage and realized after migrating to Manager.

@sharpdrivetek

Manager already provides the report you need

That’s not true. However, Manager has given the fexibility to transform the user requirement with the support of Custom fields and Theme! and it was managed in that way otherwise it was a Show Stopper for us, as we have to issue invoices along with arears!

@sharpdrivetek

the developer has made Custom Reports feature available where users can create their own unique reports

We would appreciate, if Manager team can share the parameters of Unpaid Invoices in order to prepare statement from Custom Report; as we tried but could not reach to same results.

One of the limitation is that we cann’t give the access of Custom Reports to Limited User. It was already in Dec, 2020.

Division Settings For Restricted Users (hide Division from restricted users)

Hello, I have gone through guidelines for restricted user where permitted actions are categorized into four options. Our organization have pre-defined roles and rights according to departments and cost centers. We have used tracking code field to refer cost centers. Now, we would like to assign the roles and their right limited to particular tracking code. We will appreciate your guidance and support in order complete this phase and depute the access for successful implementation. Regards,

Besides, it is also requested to please add Custom Theme support in Custom Report.

Just to avoid these many complexity and understanding Manager’s team effective utilitization of time in bringing effeciencies in other functions; it was requested to just provide a facility extactly with same functions just change the parameters from unpaid to overdue invoice. That’s was the simple solution, I could have think off respecting everyone time and understanding Manager functions so far.

Still, I have no solution have definitely have to follow Manager therefore seek your assistance in any of the aspects to overcome the challanges we are facing.